Reprint Receipts

If you processed your Receipts but forgot to Print them or need another copy you can follow the steps below. **Note: these steps are NOT for REPROCESSING Receipts due to a mistake / change that needs made to the Receipts**

You will first need to create a new letter template for this mailing. See steps below:

Click on Mailings at the top of the GiftWorks Screen

Choose Manage Letter Library on the left side of the screen

Select your existing Receipt Template (ex: Donation Receipt)

Click Edit

Click on the letter type drop down at the top left (beside the Insert Field option) and select Donation Letter (instead of Receipt Letter) – you will notice that a red warning appears stating that fields do not match the letter type. You will need to remove all of the Receipt-related fields.

Remove the “Donation: Receipt Number” insert field from the template. If you have the “Donation: Donation Receipt Status Description” field inserted into the letter you will need to remove that as well. Once you remove all of the Receipt-related fields that warning will disappear.

You will now need to re-insert the Donation Receipt field. Place the cursor in the letter where you would like the receipt number to be inserted {this receipt number has already been assigned to the donation(s)}

Click Insert Field at the top left corner of the letter editor screen and choose Donation Fields > Donation Receipt Number. The field will be inserted as Donation: Donation Receipt Number

Click Save and Choose the “Add to letter Library” option. Give your letter a name (Ex: REPRINT-Donation Receipt), you can also categorize the letter if you would like to

Click Save

Reprint a Receipt for One Donation

Go to the Donor Profile of the person that donated the gift that you need to reprint a receipt for

Select the Donation Tab then the Donation Details tab

Click View Gift next to the gift that you are reprinting the Receipt for

Click Send Mail > To this Donation on the left side of the screen

Go through the Mailing Process and select the Donation Letter template that you just created (REPRINT-Donation Receipt) during the Select Letter step

Reprint Receipts for a SmartList of Donations

Create a SmartList containing the donations that you need to reprint receipts for

After saving the SmartList click Send Mail > Send Mail for These Donations on the left side of the screen

Go through the Mailing Process and select the Letter template that you just created (REPRINT-Donation Receipt) during the Select Letter step